How-to SugarCRM

Leverage our experience with How To guides for SugarCRM and Act-On software.

How 'How to' guides are a great resource to learn new tips and tricks with SugarCRM and Act-On software. We implement dozens of new CRM projects each year and learn a trick or two while we're at it.  We're not a hoarder of great intel on how to make the most out of your investments and we like to share.

How to add tabs in Sugar record view

Record view for every module in Sugar is the main data source, therefore, it's important to keep this view organised and easy to navigate enabling users to find the information required quickly and easily. One...

Drill Through Charts in Sugar

With the recent Winter '18 release of Sugar, SugarCRM introduced a significant enhancement to reporting tools in the form of drill through capability on charts. The drill through feature gives the end user the ability...

Get the most from Event-Based Gateways (SugarCRM Automation)

Within the Advanced Workflow tool, you have the ability to build a Process Definition. Process Definitions define the steps of an automated business process and control the flow of work that is allocated during...

How To Log Calls From List View In SugarCRM – Call Centre

Squeezing every second of efficiency savings in a call centre environment could save thousands of pounds each month (if you had enough users).  In this video, I'll show you a technique in SugarCRM to log...

How to log a Call with the Sugar Mobile App

The Sugar Mobile App is designed to allow users to easily access and update their CRM while being out and about. One of the functionalities of the Mobile App that is particularly useful is...
A guide to the keys to great user adoption with SugarCRM

The Keys to CRM User Adoption – with SugarCRM

A lot of hard work has gone into getting your SugarCRM system up and running.  Now ready for launch, you need to ensure that your employees will use the system effectively. CRM User adoption...
How to edit the unit price and description in Quote module for SugarCRM

How to edit Unit Price and Description in the new Quotes module for SugarCRM?

If you have been used to creating Quotes in SugarCRM previous to the upgrade to 7.9 and 7.10 then you might be missing a couple of legacy features.  We've had a couple of customers...

How to lock fields of a record that is participating in a Process

The Advanced Workflow tool allows certain items/updates in Sugar to happen automatically when a certain criterion is met, however, a great function of this tool which we have found is not often used to...

Legacy Modules – Dropdown VS Buttons

The great thing about using SugarCRM in your day to day business is that it is very customisable and this means that it can be adapted to suit your business needs and end user’s...

SugarCRM Tip: Make the most of your Intelligence Pane

The intelligence pane in SugarCRM is there to provide end users with valuable information via dashlets. One type of dashlet that is often overlooked is ListView dashlets, these enable users to view a list of records from specific...
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